Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company's value, with preferential tax treatment. Many of our clients have been (or will be) granted ISOs by their employer during their career. Deciding whether and when to exercise ISOs and sell shares can be difficult and requires cash flow analysis, complex tax planning, and a long-term strategy.
Our typical client is a Highly Compensated Employee (HCE) who makes over $130,000 in compensation and finally has the ability to save money but is being treated differently in their 401(k) rules. Retirement plans, HSA's, deferred comp plans, stock options, eliminating debt, reducing taxes now & in retirement.
Our typical client is a Highly Compensated Employee (HCE) who makes over $130,000 in compensation and finally has the ability to save money but is being treated differently in their 401(k) rules. Retirement plans, HSA's, deferred comp plans, stock options, eliminating debt, reducing taxes now & in retirement.
Services
We're on a mission to help every small business offer a 401(k), to help participants create a retirement they can look forward to, and sync with popular payroll providers takes care of plan administration and offering low-cost funds. We offer Traditional and Roth 401(k), Safe Harbor, Cash Balance, Defined Benefit, Deferred Compensation, Profit Sharing, Solo 401(k), SIMPLE, SEP IRA, and of course Traditional and Roth IRAs.
Reviews (5)
Rick Pouliot
Dec 29, 2020
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Diane Scott
Oct 13, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I would like to HIGHLY recommend Gateway Financial Services for their professionalism and for providing solutions that best fit my needs. Todd sits down and LISTENS and asks questions so he understands what my financial needs are. His follow-up is amazing!!!!
I would like to HIGHLY recommend Gateway Financial Services for their professionalism and for providing solutions that best fit my needs. Todd sits down and LISTENS and asks questions so he understands what my financial needs are. His follow-up is amazing!!!!
Paula Holloran
Sep 07, 2020
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Kevin D.
Sep 01, 2020
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Bonnie Golden
Aug 10, 2020
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